HoldingsChannel.com
Schwarz Dygos Wheeler Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL CL B NEW      $20,442
     BRK.B105,856+4,537$19,354
     BRK.A4UNCH$1,088
APPLE INC 49,173 -4,547 $12,504
     AAPL49,173-4,547$12,504
SPROTT PHYSICAL GOLD TRUST 481,575 -58,180 $6,318
     PHYS481,575-58,180$6,318
ISHARES TR CORE DIVID GROWTH ETF (DGRO) 174,175 +22,857 $5,676
     DGRO174,175+22,857$5,676
ALPHABET INC CAP STK CL A 3,971 +46 $4,614
     GOOGL3,971+46$4,614
VANGUARD EUROPEAN (VGK) 91,540 +4,432 $3,962
     VGK91,540+4,432$3,962
ISHARES DJ SELECT DIVIDEND (DVY) 53,125 +6,237 $3,907
     DVY53,125+6,237$3,907
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 72,452 -4,600 $3,599
     JPST72,452-4,600$3,599
UNITEDHEALTH GROUP 11,935 +183 $2,976
     UNH11,935+183$2,976
ALLIANZGI EQUITY & CONV INCOME COM 137,384 +5,395 $2,555
     NIE137,384+5,395$2,555
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 71,141 +3,745 $2,387
     VWO71,141+3,745$2,387
COSTCO WHOLESALE CORP 8,159 -333 $2,326
     COST8,159-333$2,326
MICROSOFT 13,946 +5,092 $2,199
     MSFT13,946+5,092$2,199
SLEEP NUMBER CORP COM 102,340 +10,150 $1,961
     SNBR102,340+10,150$1,961
ALPHABET INC CAP STK CL C 1,685 -10 $1,959
     GOOG1,685-10$1,959
CONSUMER STAPLES SELECT SECTOR SPDR (XLP) 35,132 -150 $1,914
     XLP35,132-150$1,914
DISNEY WALT CO COM DISNEY 19,519 +566 $1,886
     DIS19,519+566$1,886
STARBUCKS CORP 25,490 +164 $1,676
     SBUX25,490+164$1,676
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 72,896 +3,158 $1,647
     IDV72,896+3,158$1,647
CVS HEALTH CORP COM 25,003 +5,643 $1,483
     CVS25,003+5,643$1,483
MCDONALDS CORP COM 8,939 -75 $1,478
     MCD8,939-75$1,478
ALIBABA GROUP HLDG LTD SPONSORED ADS 7,505 UNCH $1,460
     BABA7,505UNCH$1,460
AMAZON.COM INC 721 +27 $1,406
     AMZN721+27$1,406
JOHNSON & JOHNSON COM 10,502 +45 $1,377
     JNJ10,502+45$1,377
TARGET CORP COM 12,389 -435 $1,164
     TGT12,389-435$1,164
PROCTER & GAMBLE CO COM 10,090 UNCH $1,110
     PG10,090UNCH$1,110
WEYERHAEUSER CO 64,073 +2,764 $1,086
     WY64,073+2,764$1,086
JPMORGAN CHASE & CO COM 11,775 -7,230 $1,060
     JPM11,775-7,230$1,060
VISA INC 6,353 +422 $1,024
     V6,353+422$1,024
PHILIP MORRIS INTL INC 13,835 +110 $1,009
     PM13,835+110$1,009
ZILLOW GROUP INC CL C CAP STK 27,756 +27,756 $1,000
     Z27,756+27,756$1,000
WELLS FARGO CO NEW COM 32,098 +976 $921
     WFC32,098+976$921
MARKET VECTORS ETF TRUST AGRIBUSINESS (MOO) 16,102 UNCH $827
     MOO16,102UNCH$827
BKNG220121C1700 CALL BKNG BOOKING HLDGS INC JAN 21 22 1700 100 SHS      $797
     Call300+300$404
     BKNG292UNCH$393
ABERDEEN ASIA PACIFIC INCOME FUND INC (FAX) 235,307 +16,850 $795
     FAX235,307+16,850$795
EXXON MOBIL CORP COM 19,455 +14,215 $739
     XOM19,455+14,215$739
HONEYWELL INTL INC 5,506 UNCH $737
     HON5,506UNCH$737
GENERAL MLS INC COM 12,987 -115 $685
     GIS12,987-115$685
PELOTON INTERACTIVE INC CL A COM 24,510 +60 $651
     PTON24,510+60$651
BOEING CO COM 4,358 +48 $650
     BA4,358+48$650
VERIZON COMMUNICATIONS 10,934 -591 $587
     VZ10,934-591$587
3M CO COM 4,140 +262 $565
     MMM4,140+262$565
JUMIA TECHNOLOGIES AG SPONSORED ADS 180,775 UNCH $528
     JMIA180,775UNCH$528
GLADSTONE LD CORP COM 43,650 UNCH $517
     LAND43,650UNCH$517
MEDTRONIC PLC SHS 5,691 +2,008 $513
     MDT5,691+2,008$513
SPDR GOLD ETF (GLD) 3,211 +100 $475
     GLD3,211+100$475
HOME DEPOT 2,497 +270 $466
     HD2,497+270$466
ENERGY SELECT SECTOR SPDR (XLE) 15,903 -5,945 $462
     XLE15,903-5,945$462
UNION PAC CORP COM 3,016 UNCH $425
     UNP3,016UNCH$425
NOVO NORDISK A S ADR ADR CMN 6,790 UNCH $409
     NVO6,790UNCH$409

See Full List: All Stocks Held By Schwarz Dygos Wheeler Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Schwarz Dygos Wheeler Investment Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $118,134
At 12/31/2019: $146,195

Schwarz Dygos Wheeler Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schwarz Dygos Wheeler Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Schwarz Dygos Wheeler Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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